What Works for Us

Strong sense of intrinsic value on our investments, often at variance with the market view.
Working out a special situation or a one-off event. Holding conviction.
Insights on market mispricing a security due to short term earnings impact, with core business franchise intact.
Following rigorous and disciplined investing process.
Holding Investments over the long term. Ensure very low turnover, transaction costs and taxes.
Avoiding weak balance sheets.
Minimizing losses. Very few “losing” bets magnified the impact of the “winners”.